Treasury Management Premier Services Coordinator

Description

Office location : Orlando, FL

JOB SUMMARY :

The TM Premier Services Coordinator will perform as a primary contact for "white glove - high touch" experience to higher value TM clients for their onboarding and ongoing customer service needs. The work of the coordinator directly leads to establishing close, convenient and highly valued relationships with Seacoast clients which drives customer satisfaction and successful outcomes on a consistent basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

The Premier Services Coordinator facilitates a consultative approach to top clients as an extension of the Treasury Management sales and Commercial and Community banking team client strategies. The PSC will foster an environment and approach that offers a high touch phone, email, and virtual communications; and sets a tone where the assigned clients feel a distinct level of consistency, guidance and care. Goal is to insure that the assigned clients experience a deeper and more coordinated level of execution whether that is around setting up services, training, or resolving problems.

• Coordinate / lead Kick off calls for Implementation of new services. Create and execute formal implementation plans, when appropriate.
• Acts as a key contributor to assessing clients for coverage into the Premier Model. Expertise in assessing total TM needs, complexity and client support approach is expected
• Implement Treasury Services including : verification of documentation, adding services to platforms, reviewing set ups for accuracy, set up of billing and training the customer
• Provides timely status of Implementations to TSO / LOB partners. Engages TMPSM if implementation will be delayed / encounter challenges
• Follow cadence established for customers on new services or with recent changes, etc.
• Establish regular cadence with each client in book through discussion / coordination with LOB partners / TSO.
• Assists clients with inquiries and provides issue resolution in a timely and professional manner. Due to familiarity, the PSC can work more closely with assigned clients to understand the full scope of their needs.
• Provide expertise and willingness to own the process around root causes of issues. Take initiative and work with a sense of urgency to resolve problems and offer solutions. Act as the coordinator and point of contact for updates even if other sales or back office teammates are needed to help provide answers.
• Engages product and operations partners as needed. Escalates urgent matters to Senior Treasury leadership as needed while remaining engaged and committed to driving outcomes.
• Provides guidance to clients to consider additional services that can aid in solving the client's needs. Ensures clients understand the solutions, benefits and value. Utilizes excellent decision making and uses analytical skills to ensure the client next steps are clear and concise for the betterment of the client's course of action.
• Participates in team meetings
• Participates in special projects and tasks as assigned
• Schedule and prioritize work activities, effectively handling frequent interruptions while following up on commitments in a timely manner.
• Assists in bank acquisition initiatives, adding additional support to Seacoast Bank's acquired TM customer "TM Premier" transition strategy.
• Adheres to Seacoast National Bank's Code of Conduct.
• Adheres to the highest legal and ethical standards applicable to our industry while observing both the spirit and letter of all government regulations, laws and bank policies and procedures.

EDUCATION AND EXPERIENCE REQUIREMENTS :

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The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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